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Conversations with investment and business thought leaders, founders, and experts geared toward the family office executive or family principal. Join host Joe Reilly as we learn from the best in the investment and business world. Great stories, analysis and insights you can use in a family office context.
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Deep, Funky, Soulful, Jackin' House Music. 420 Ceis, Acumen, Adriatique, Alex Augello, Alex Niggemann & Superlounge, Alexander East, Andrade, Andrew Chibale, Andrew Mataus, Andry Nalin, Andy Clockwork, Andy Meston, Anhanguera, Aphreme, Arco, Armbar, Artie Flexs, Arts & Leisure, Audio Soul Project, Bang Bang, BeatPimps, Belocca, Bleep District, Boo Williams, Brandon Bass, Brent Vassar, Brett Valentine, Bucked Naked, Butch, Canard, The Candy Dealers, Carleto, Chanson E, Chemars, Chris Lauer, C ...
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Scott Sperling is the Co-CEO of Thomas H. Lee Partners. We had an excellent conversation about his time at Harvard Management Company under legendary figures like Walter Cabot and Jack Meyer, his thoughts on the evolution of private equity, the growth of THL, how the firm is structured, his top metrics and how to find new areas of growth. Scott is …
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Michael Tiedemann is a founding partner and chief executive officer of AlTi Tiedemann Global, a publicly traded $70 billion investment firm. He is also a member of the firm’s board of directors and chairman of the firm’s internal investment committee. We talk about starting the business with his father, Carl Tiedemann, the former president of DLJ, …
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Alex Chaloff is the CIO of Bernstein Private Wealth Management. We had a great conversation talking about his personal litmus test for a manager, what to do with lagging funds, the advantages of scale, and the importance of having a sleep coach. Please enjoy my talk with Alex Chaloff. Alex Chaloff is the Chief Investment Officer of Bernstein Privat…
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Today we have Mark Hurley, who recently co-authored a white paper called Welcome to the Jungle: The Next Phase of the Evolution of the Wealth Management Industry. Mark has written several influential papers over the years, and makes some intriguing and provocative points. We go into the mechanics of the wealth management business, how to find talen…
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Steffen Pauls is a serial entrepreneur with a long background in the private equity industry. His career started at BCG; he started and sold a fintech company during the dot com era; worked at KKR when it was still a small firm and grew along with it; and then left to start his own company in 2016 called Moonfare - which is a private equity investi…
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Casey Whalen has had a remarkable investing career starting at the Yale investments office, then Rockefeller University, the CIO of the New York Public Library, running three billion at Truuvo partners and now heading up Lazard’s family office partners. Casey and I talk about the many lessons she learned from David Swensen, and I especially liked h…
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On this episode, we were joined by Ames High students Karina Scott, Adalyn McKeag, and Julia Fuerst. We had an amazing conversation about Art Club, how they became involved in art, what influences their work, and how they run a busy club all while being Ames High students.By Ames Community School District
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Today we are speaking to Ryan Eisenman, co-founder and CEO of Arch, a leading fintech startup that is a digital administrator for private investments. I thought it would be great to catch up with Ryan to get a look under the hood of a rapidly growing B2B SaaS company tackling one of asset management’s persistent back office issues such as K-1s and …
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On this episode, we were joined by Ames High teacher and director for the drama program, Melissa Kaufman. We had an amazing conversation about theater aspects, her process for selecting and preparing shows to be performed at Ames High, and how theater helps in the overall education and personal development of students.…
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Today we have Jon Hirtle, founder and executive chairman of Hirtle, Callaghan & Co, a $20 billion OCIO firm. I was especially interested to talk to Jon because he is a real process guy, and has been thinking deeply about managers and portfolios for over thirty years. John trained recruits at Paris Island, worked at Goldman, and left with no clients…
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On this episode, we were joined by Superintendent Dr. Julious Lawson. We had an amazing conversation about the District’s new attendance initiative, Every Day Counts. We talked about what it means to focus on attendance as a school district and why it’s so important in student success.By Ames Community School District
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AI for Portfolio Insight Jan Szilagyi is the CEO and co-founder of Toggle AI, a generative AI startup that uses machine learning to turn institutional-grade data into insights for investors of all stripes. Szilagyi spent most of his career with Stanley Druckenmiller at Duquesne Capital. He was co-CIO of global macro at Lombard Odier and also manage…
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Stan Miranda is the Co-Founder and Chairman of Partners Capital, a global OCIO with $50 billion under management. Stan was previously a longtime director at Bain and chairman of their Worldwide Executive Committee and a co-founder of Evolution Global Partners, a venture capital firm affiliated with Kleiner Perkins and TPG. I was interested to talk …
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Paul Edelman is a psychologist who has worked with some of the world’s most successful hedge fund managers. Today we take a deep dive into how psychological techniques can be used to look for investment managers, how Paul applied what he learned from great mentors to filter for the investment management skill set, the importance and uncovering of c…
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Rebecca Patterson was most recently Chief Investment Strategist at Bridgewater Associates where she was on the Executive Committee and was a frequent author of Bridgewater’s Daily Observations. Previously, she was CIO of Bessemer Trust, overseeing $85 billion in client assets. Before joining Bessemer, she worked globally for JP Morgan where she was…
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Mark Anson, CEO and CIO of Commonfund, is in a unique position to compare and contrast the different investment styles of pension funds, endowments, family offices, and traditional asset managers. We talk about his interesting background starting at Salomon Brothers, then running investments for CalPERS, the Bass Family Office, Nuveen, and Commonfu…
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Today we are speaking to Logan Allin, founder and managing partner of FinVC, a global fintech firm investing in B2B SaaS companies with over $1 billion in assets under management. Prior to founding FinVC, Logan was a vice president at SoFi Ventures and has had advisory and operating roles at Light Street Capital, Formation 8, Zanbato, Addepar, Poin…
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Michael Sidgmore is a co-founder and partner at Broadhaven Ventures, which is part of Broadhaven Capital Partners. Michael is a leading expert in the alternatives going mainstream movement in fintech and was an early employee at iCapital. He was an early investor in Carta, MoneyLion, Republic, Nowports, Pipe, and Allocate, among many others. He was…
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We are speaking today with Chris Miller, the author of the international best selling Chip War: The Fight for the World's Most Critical Technology. We talk about the worse case scenario if TSMC went off line, if the race for technology collapsed the Soviet economy, the limits of Moore’s Law, and why Morris Chang, the founder of TSMC, should be more…
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Our guest today is Mark Machin, CEO and co-founder of Opto Investments, a technology platform that provides independent investment advisors access to private markets. Mark was previously CEO of CPIB, the $500 billion dollar Canadian pension fund, and before that was a banker with Goldman Sachs in Asia. He has degrees in medicine and surgery from Ox…
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On this episode, we were joined by Kate Ringstad, the Transition Alliance Program Coordinator and had an amazing conversation about TAP, why transition planning and education is so important, what families and students need to know about these services, and most of all, how TAP helps students.By Ames Community School District
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Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston. Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in political science from MIT. He was a professor at Harvard Business School previously and is the author of two books: Indispensable: When Leaders Really Matter and most rec…
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Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets. Peter is a systems guy with the heart of a trader. We talk about his path to the Street through the New York Fed, and his early days at Tudor Investment Corporation. Along the way, Peter drops many of his great aphorisms about trading and baseball; ta…
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Today we have Mary Childs, author of The Bond King - How One Man Made a Market, Built an Empire, and Lost It All. We talk about how Bill Gross built up PIMCO to the giant it is today; his management style and his exit from the firm. Mary Childs is a financial journalist who has written for Bloomberg, Barrons and the Financial Times, and is currentl…
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Today we have Sebastian Mallaby, author of The Power Law – Venture Capital and the Making of a New Future. Sebastian has written a comprehensive history of silicon valley full of great stories and overall insight. Sebastian unpacks how venture investing models have changed and influenced investing globally. We talk about these ideas, and what they …
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